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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| TRICON CRD 160558 | Toronto, CA | Corporate platform Corporation | $152.1M | 42 advisors | Percentage of AUM; Performance-based fees | View | |
| VAN DER NOORD FINANCIAL ADVISORS, INC. CRD 135556 | Greer, SC | Corporate platform Corporation | $152.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE RENN WEALTH MANAGEMENT GROUP, INC. CRD 117500 | Atlanta, GA | Corporate platform Corporation | $151.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| APPLE TREE ASSET MANAGEMENT, LLC CRD 298437 | Fort Wayne, IN | Corporate platform LLC | $151.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD COAST FINANCIAL PARTNERS CRD 226560 | Eureka, CA | Corporate platform Corporation | $151.8M | 2 advisors | Percentage of AUM | View | |
| SHEFFIELD ASSET MANAGEMENT, L.L.C. CRD 137065 | Chicago, IL | Corporate platform LLC | $151.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CLASSIC FINANCIAL CRD 120228 | Westlake Village, CA | Corporate platform Corporation | $151.6M | 1 advisors | Percentage of AUM; REFERRAL FEES | View | |
| CRAMER & RAUCHEGGER, INC. CRD 164784 | Maitland, FL | Corporate platform Corporation | $151.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| TRUE WEALTH GROUP CRD 332426 | Bend, OR | Corporate platform LLC | $151.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| OUTBOUND FINANCIAL CRD 287697 | Boulder, CO | Corporate platform Corporation | $151.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. CRD 164970 | Santa Fe, NM | Corporate platform Corporation | $151.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZENITH WEALTH PARTNERS CRD 304732 | Philadelphia, PA | Corporate platform Corporation | $151.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REXFORD CAPITAL CRD 128227 | — | Corporate platform Corporation | $150.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KARANI ASSET MANAGEMENT LLC CRD 297922 | New York, NY | Corporate platform LLC | $150.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CARMANDALIAN FINANCIAL GROUP, LLC CRD 292458 | Westlake Village, CA | Corporate platform LLC | $150.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRADEMARK CAPITAL MANAGEMENT INC. CRD 214512 | Watkinsville, GA | Corporate platform Corporation | $150.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KUHN WEALTH MANAGEMENT INC. CRD 168727 | Schaumburg, IL | Corporate platform Corporation | $150.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| BRIDGELIGHT FINANCIAL ADVISORS, INC CRD 139518 | Shelton, CT | Corporate platform Corporation | $150.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| AXOS INVEST, INC CRD 150953 | Las Vegas, NV | Corporate platform Corporation | $150.8M | 10 advisors | Percentage of AUM; Fixed fees | View | |
| UNIFIED INVESTMENT MANAGEMENT CRD 326056 | Atlanta, GA | Corporate platform LLC | $150.6M | 2 advisors | Percentage of AUM | View | |
| MARATHON WEALTH MANAGEMENT, INC. CRD 289119 | Melville, NY | Corporate platform Corporation | $150.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION CRD 110516 | Carlsbad, CA | Corporate platform Corporation | $150.5M | 3 advisors | Percentage of AUM | View | |
| PACIFIC INVESTMENT RESEARCH CRD 132063 | Orange, CA | Corporate platform Corporation | $150.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POULOS ADVISORS, INC. CRD 141905 | South Burlington, VT | Corporate platform Corporation | $150.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |